| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.88M (18.77%) | 191.28K Increased by +3.92% | Dec 31, 24 |
| 2 | Victory Capital Management Inc. | 2.39M (9.21%) | -77.57K Decreased by -3.24% | Dec 31, 24 |
| 3 | Vanguard Group Inc | 1.95M (7.51%) | 27.98K Increased by +1.43% | Dec 31, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 1.58M (6.08%) | 12.79K Increased by +0.81% | Dec 31, 24 |
| 5 | AllianceBernstein L.P. | 1.10M (4.24%) | -227.38K Decreased by -20.63% | Dec 31, 24 |
| 6 | State Street Corp | 1.08M (4.16%) | 48.65K Increased by +4.51% | Dec 31, 24 |
| 7 | State Street Corporation | 1.07M (4.11%) | 18.87K Increased by +1.77% | Mar 31, 24 |
| 8 | American Century Companies Inc | 740.03K (2.85%) | 100.84K Increased by +13.63% | Dec 31, 24 |
| 9 | FMR Inc | 673.96K (2.59%) | 107.98K Increased by +16.02% | Dec 31, 24 |
| 10 | Wellington Management Company LLP | 673.88K (2.59%) | 204.20K Increased by +30.30% | Dec 31, 24 |
| 11 | Geode Capital Management, LLC | 602.30K (2.32%) | 3.82K Increased by +0.63% | Dec 31, 24 |
| 12 | LSV Asset Management | 488.10K (1.88%) | -27.65K Decreased by -5.66% | Dec 31, 24 |
| 13 | Arnhold & S. Bleichroeder Advisers, LLC | 464.66K (1.79%) | -173.72K Decreased by -37.39% | Dec 31, 24 |
| 14 | JPMorgan Chase & Co | 422.00K (1.62%) | 35.59K Increased by +8.43% | Dec 31, 23 |
| 15 | Prudential Financial Inc | 402.25K (1.55%) | 190.73K Increased by +47.42% | Dec 31, 24 |
| 16 | Morgan Stanley - Brokerage Accounts | 347.19K (1.34%) | -115.49K Decreased by -33.26% | Dec 31, 24 |
| 17 | Charles Schwab Investment Management Inc | 318.81K (1.23%) | -59.34K Decreased by -18.61% | Dec 31, 24 |
| 18 | Bank of New York Mellon Corp | 315.60K (1.22%) | -29.54K Decreased by -9.36% | Dec 31, 24 |
| 19 | Northern Trust Corp | 312.56K (1.20%) | 34.24K Increased by +10.95% | Dec 31, 24 |
| 20 | Thompson, Siegel & Walmsley LLC | 286.46K (1.10%) | 10.23K Increased by +3.57% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Victory Sycamore Small Company Opp R | 1.77M (6.83%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 2 | iShares Core S&P Small-Cap ETF | 1.65M (6.34%) | -1.74K Decreased by -0.11% | Apr 30, 25 |
| 3 | Vanguard US Total Market Shares ETF | 808.61K (3.11%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 798.73K (3.08%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 5 | Avantis US Small Cap Value ETF | 707.10K (2.72%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 6 | iShares Russell 2000 ETF | 645.96K (2.49%) | 109.00 Increased by +0.02% | Apr 30, 25 |
| 7 | iShares US Infrastructure ETF | 480.67K (1.85%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 421.55K (1.62%) | 13.54K Increased by +3.21% | Mar 31, 25 |
| 9 | DFA US Small Cap Value I | 389.72K (1.50%) | -4.08K Decreased by -1.05% | Mar 31, 25 |
| 10 | iShares S&P Small-Cap 600 Value ETF | 262.31K (1.01%) | 269.00 Increased by +0.10% | Apr 30, 25 |
| 11 | Fidelity® Small Cap Index | 255.65K (0.98%) | 7.15K Increased by +2.80% | Oct 31, 23 |
| 12 | Fidelity Small Cap Index | 255.37K (0.98%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 13 | SPDR® Portfolio S&P 600 Sm Cap ETF | 240.65K (0.93%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 14 | iShares Russell 2000 Value ETF | 240.17K (0.92%) | -815.00 Decreased by -0.34% | Apr 30, 25 |
| 15 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 236.75K (0.91%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 16 | AB Small Cap Value Advisor | 232.62K (0.90%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | Schwab Fundamental US Small Company ETF | 211.99K (0.82%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 18 | First Eagle Small Cap Opportunity I | 195.49K (0.75%) | -79.87K Decreased by -40.85% | Mar 31, 25 |
| 19 | First Eagle US Small Cap Strategy | 195.49K (0.75%) | -218.02K Decreased by -111.53% | Mar 31, 25 |
| 20 | DFA US Targeted Value I | 193.25K (0.74%) | 1.40K Increased by +0.72% | Mar 31, 25 |